Time for
a 1031 Exchange

  • Defer capital gains on your real estate investment
  • Potentially increase your passive income and build wealth
  • Avoid landlord duties

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What Is a 1031 Exchange?

A 1031 exchange allows you to defer paying taxes when you sell an investment property, by reinvesting the proceeds in a qualifying replacement investment property under the Internal Revenue Code Section 1031

What Are the Benefits of a 1031 Exchange?

Reinvesting In Stocks & Bonds vs. 1031 Exchange

Equity - Stocks & Bonds
Equity - Real Estate with 1031 Exchanges
View assumptions
XBasic assumptions: $500,000 beginning equity; 6.0% initial cash-on-cash return.
Real Estate: 3.5% capital appreciation and NOI growth rate; 50% LTV mortgage, 5.0% interest rate, 30-year amortization; 80% of basis is depreciable, 27.5-year straight line depreciation, 5 years between trades; 1.0% of purchase price transaction costs per trade.
Tax rates: Federal Capital Gains 20% (as of Realized Gains minus Depreciation taken), Tax on Depreciation Recapture 25%, Affordable Care Act Surtax 3.8% (as of Realized Gains) and California State Capital Gains Tax 12.3% (as of Realized Gains).
Stocks & Bonds: 3.5% annual growth in cash flow. No reinvestment of cash flow in either option.

By deferring taxes, you will have significantly more equity to reinvest resulting in:

Higher annual cash flow

Equity accumulation

What Are the Challenges of a 1031 Exchange?

what you need to do
  • Examine candidate properties
  • Market analysis for each property
  • Appraise each property
  • Calculate potential passive income
  • Vet owner/developer
what you need to do
  • Complete due diligence process
  • Negotiate to reach favorable deal terms
  • Secure bank load
  • Legal paperwork
what you need to do
  • Property maintenance/ renovation/development
  • Project oversight
  • Leasing property
  • Selling property

How Can Help You
Beat the 1031 Clock

what does for you
  • Offers ownership shares in wide range of pre-vetted properties
  • Only approves properties after rigorous analysis & due diligence process
  • Calculates projected returns based on comprehensive business plan
  • Supplies constant deal flow through relationship with Meridan Capital
what does for you
  • Negotiates favorable deal terms on
    behalf of investor
  • Receives personal guarantees
    from sponsor
  • Handles closing process and legal paperwork
what does for you
  • Maintenance/renovation/ development executed by sponser
  • Project oversight & asset management
  • All leasing handled by sponser
  • Finds buyer and handles sale of property

's 1031 Exchange Properties

    Cash on cash
    Multifamily

    Clear Lake, Texas

    Min to invest: $25,000
    Equity raised: $3,469,000
    Term: 36 months
    Projected annual returns 13.03%
    Cash on cash
    Student Housing

    Tallahassee, Florida

    Min to invest: $25,000
    Equity raised: $2,150,000
    Term: 24 months
    Projected annual returns 12.45%
    Mixed Use

    Brooklyn, New York

    Min to invest: $25,000
    Equity raised: $3,336,000
    Term: 36 months
    Projected annual returns 13.71%
    Cash on cash
    Multifamily

    Irving, Texas

    Min to invest: $25,000
    Equity raised: $3,346,000
    Term: 36 months
    Projected annual returns 12.75%
    Cash on cash
    Multifamily

    Wichita Falls, Texas

    Min to invest: $60,000
    Equity raised: $1,990,000
    Term: 36 months
    Projected annual returns 16.85%
    Student Housing

    Terre Haute, Indiana

    Min to invest: $60,000
    Equity raised: $2,673,500
    Term: 36 months
    Projected annual returns 16.46